Venture Capital Clients
Early Stage Venture Fund & the Development of an Investment Review Board
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Situation: A top university was actively expanding its footprint in venture investing, with a particular interest in life sciences and health tech. They had a series of individuals willing to be members of an Investment Review Board, but were lacking an organized system for sourcing deals, performing diligence, or a structured way to make use of the Board’s time.
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Action:
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Partnered with the client to design and operationalize a venture fund framework—building structured sourcing channels, managing a dynamic deal pipeline, and guiding investments through due diligence to Board approval.
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Deal Sourcing & Pipeline Development
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Brought on to the client team to help form and shape the venture fund, both on the deal sourcing side and the Board review side.
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Leveraged a combination of structured deal sourcing with relationship development on behalf of the venture fund.
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Created relationships with scientists, inventors, and entrepreneurs in order to source promising startups and innovations.
Investment Review & Execution
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Organized those relationships into channels for deal flow with regular touchpoints and tracked progress of the startups.
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Further organized the output of all those conversations into a structured deal pipeline.
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Regularly updated pipeline for innovation maturity, deal progression, and likely commercial success.
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Then, organized Board conversations into purposeful meetings with a clear objective. Performed deep due diligence and synthesized deal activity into recommendations for the Investment Review Board.
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Drove deals through the investment review process to closure.
Our Strategic Impact
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A functional Investment Review Board with clear Board objectives
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A robust deal pipeline by building relationships on behalf of the venture fund
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The successful closing of four key investments
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Helped position the university as a serious player in the healthcare innovation ecosystem.
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Participation in deals closed include:
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$4.0M Series A in a digital health startup
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$1.5M Series A in a diagnostics company
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$1.0M Seed round in a healthcare hardware company
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$800K Seed investment in a therapeutics venture
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